Our Services
Personal ServicesPersonal Financial Planning
Life Insurance Critical Illness Protection Disability Protection Estate Planning Wills and Powers of Attorney Income Tax Preparation Asset Consolidation Service Individual Health Insurance First Time Home Buyers Plans |
InvestmentsRRSP (Registered Retirement Savings Plan)
RRIF (Registered Retirement Income Fund) RESP (Registered Education Savings Plan) LIRA (Locked-in Retirement Account) LIF (Life Income Fund) TFSA (Tax Free Savings Account) RESP (Registered Education Savings Plan) RDSP (Registered Disability Savings Plan) Segregated Funds GIC (Guaranteed Investment Certificate) Guaranteed Lifetime Income |
Corporate ServicesBuy/Sell Agreement Funding
Creditor and Collateral Protection Overhead Expense Protection Key Person Life and Disability Protection Payroll Deduction Investments Split Dollar Agreements "On Site" Retirement Planning Services |
Employee BenefitsGroup Benefits Programs (Drug, Dental, Long Term Disability, CI)
Out of Province Coverage Health Spending Accounts "Early Buyout" Investment Plans Group RRSP |
